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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
3026
Atala Financial
California
$5.81K – – –
TFA
3027
Toth Financial Advisory
Virginia
$5.79K +$749 +18 +16%
PA
3028
Pineridge Advisors
Missouri
$5.32K -$2K -48 -29%
CWM
3029
Copia Wealth Management
Oregon
$5.17K – – –
MCA
3030
Maryland Capital Advisors
Maryland
$5.13K – – –
HB
3031
Horizon Bancorp
Indiana
$5K – – –
WA
3032
WestEnd Advisors
North Carolina
$4.26K +$2.71K +65 +224%
PPWM
3033
PFG Private Wealth Management
Florida
$4.22K – – –
ATC
3034
Advantage Trust Company
Kansas
$4.13K +$3.79K +91 New
MIFH
3035
Migdal Insurance & Financial Holdings
Israel
$4K – – –
FCG
3036
Financial Connections Group
California
$4K +$1.46K +35 +47%
SFCL
3037
Strengthening Families & Communities LLC
Massachusetts
$3.88K -$2.96K -71 -45%
GWSA
3038
Global Wealth Strategies & Associates
Colorado
$3.67K – – –
GFL
3039
Granite FO LLC
New Hampshire
$3.49K – – –
HWM
3040
HighMark Wealth Management
Minnesota
$3.45K +$42 +1 +1%
CW
3041
Cooksen Wealth
Texas
$3.41K +$3.37K +81 New
NWMP
3042
Noble Wealth Management PBC
Colorado
$3.17K -$3.75K -90 -56%
BHWM
3043
Bay Harbor Wealth Management
Maryland
$2.95K +$2.71K +65 New
RJA
3044
Ross\Johnson & Associates
Minnesota
$2.81K +$2.58K +62 New
OCM
3045
Osterweis Capital Management
California
$2.5K -$74.4K -1,787 -97%
DCM
3046
Davis Capital Management
Florida
$2.27K – – –
BIM
3047
Breakwater Investment Management
Washington
$1.81K – – –
GA
3048
GoalVest Advisory
New York
$1.41K +$1.29K +31 New
TCA
3049
Trifecta Capital Advisors
Illinois
$1.23K -$999 -24 -47%
BGWM
3050
Bridge Generations Wealth Management
Florida
$1.18K +$1.08K +26 New
120 121
122
123 124